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CPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
551
One Wealth Advisors
California
$882K +$5.31K +128 +0.7%
AWA
552
Alta Wealth Advisors
Massachusetts
$880K -$24.9K -600 -3%
JSL
553
JT Stratford LLC
Georgia
$879K +$108K +2,600 +16%
OTL
554
Oak Thistle LLC
New York
$877K +$231K +5,562 +41%
O
555
Ossiam
France
$875K -$848K -20,460 -52%
PFG
556
PAX Financial Group
Texas
$870K +$25.2K +608 +3%
SAM
557
Silvercrest Asset Management
New York
$870K +$386K +9,308 +95%
HIIFS
558
Harel Insurance Investments & Financial Services
Israel
$868K +$735K +17,730 +1,200%
SAI
559
Systematic Alpha Investments
New Jersey
$865K – – –
MFAM
560
Motley Fool Asset Management
Virginia
$864K -$166K -4,016 -17%
AIM
561
Avity Investment Management
Connecticut
$857K +$99.5K +2,400 +15%
PFS
562
Prospera Financial Services
Texas
$857K -$272K -6,568 -26%
SIP
563
Scott Investment Partners
United Kingdom
$857K – – –
VI
564
Versor Investments
New York
$855K +$777K +18,744 New
RFC
565
Regions Financial Corp
Alabama
$854K -$129K -3,106 -14%
GT
566
Glenmede Trust
Pennsylvania
$850K – – –
SWP
567
Stratos Wealth Partners
Ohio
$834K +$525K +12,652 +224%
MA
568
Mutual Advisors
Nebraska
$824K +$30.4K +734 +4%
EAMA
569
EFG Asset Management (Americas)
Florida
$818K +$744K +17,938 New
ECI
570
EFG Capital International
Florida
$818K +$744K +17,938 New
BFG
571
Bleakley Financial Group
New Jersey
$814K +$23.8K +574 +3%
SS
572
Simplicity Solutions
Minnesota
$813K +$22.5K +542 +3%
MPPW
573
Mitchell & Pahl Private Wealth
Oklahoma
$813K +$4.06K +98 +0.6%
QT
574
Quantamental Technologies
New York
$802K +$729K +17,580 New
OAM
575
Ostrum Asset Management
France
$800K +$237K +5,728 +48%
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